Concurrent Invoicing Across Offices/Contracts

Visits can be validated at a Visit level rather than at a Contract level allowing visits for the same Contract to be saved across multiple Offices while preventing multiple invoices to be created for the same visit. Multiple users can work in the same Contract without creating multiple invoices for the same visit.

Biller 1 navigates to Billing > New Invoice (Internal) and searches for a specific Contract. Select Visits and click Invoice Batch, the system informs that the Billing Batch is generating.

At the same time, Biller 2 also goes to Billing > New Invoice (Internal) and searches for the same Contract and gets the same results. From here, Biller 2 selects the applicable visits and clicks on Invoice Batch.

If Biller 1 has already invoiced the selected visits chosen by Biller 2, then Biller 2 receives a validation stating that the applicable visits will be automatically deselected.

The validation illustrated below is generated when attempting to save a visit within a batch when one or more visits have already been saved by another user.